Live Smart Financial Planning

Our many years of experience means we have been involved with nearly every type of financial circumstance and can bring specialist advice in niche areas that requires a more technical level of expertise.

Often a barrier to advice and planning is a fear of the unknown, particularly the costs. 

With Live Smart Financial Planning you never pay for our first meeting. We devote time to listen to you and will outline your next steps alongside a detailed breakdown of any fees involved. We will work with you on established and agreed fixed fees either by way of a percentage of your assets or time based.

We are professionals with expertise, and expertise costs, but we believe it should be fair and not reduce your chances of achieving your financial security or goals. 

As part of our community outreach programmes we aim to bridge the shortage of advice available to those that need it most by offering selected free services. Younger savers with limited capital and those going through a divorce are just two examples of where we can help, offering reduced or even free initial services.